Estate Planning /Trust Administration/Probate
Estates/Trusts/Probate
Bever Dye provides comprehensive estate planning services and counseling for estates ranging in all sizes and types—small to large, simple to sophisticated. Clients turn to our firm for our competence in estate planning, combined with our extensive skills in taxation and business, all of which are legal areas that dovetail in terms of asset protection.
Estates
In planning estates, our firm offers broad and sophisticated estate planning services tailored to accomplish individual client objectives and minimize tax burdens. As appropriate to meet our client's needs in estate planning, we utilize the following:
- Wills
- Trusts
- Lifetime tax planning
- Business planning for individuals
- Post-mortem income tax planning
- Succession planning
- Transfer tax minimization
- Lifetime gift programs
- Charitable giving programs
- Insurance programs
- Prenuptial agreements
- Living wills
- Advance directives
- Powers of attorney
- Retirement/employee benefit planning
Trust Administration
Bever Dye works with trustors (or settlors) to administer the trust in their lifetime, as well as with trustees who have assumed fiduciary duties. Because such duties are often significant as well as legally complex, our attorneys assist successor trustees in overseeing all aspects of administering a trust, which may include:
- Fiduciary accounting
- Inventory and appraisal
- Notice to beneficiaries
- Administration or creation of sub-trusts
- Decedent income taxes
- Fiduciary income taxes
- Estate taxes
Probate
Our law firm assists clients in probate administration of estates. We provide comprehensive legal assistance that begins with opening the estate and probating a will, and continues with the identification of the decedent's assets, payment of creditors, taxes, and expenses, along with distribution of assets to the estate's beneficiaries and closing the estate.
We routinely assist in the resolution of controversies and contested actions that may arise in administration of estates and trusts.
Arrange a Client Conference
Bever Dye welcomes the opportunity to be of assistance with estate planning, trusts and probate. To arrange a client conference, please call our office at 316-263-8294 or email us and we will schedule an appointment.
